Digital Preservation Systems

Tackling summer digitization projects? OhioERC has you covered

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Summer often brings the opportunity to take on larger, long-term projects that may get sidelined during busier months. For many public entities, this may be the season to focus on digital document imaging. Digital document imaging projects convert paper records into high-quality, searchable digital formats. These projects may free up physical storage space, improve public access to records, enhance disaster recovery planning, streamline retrieval and sharing, and preserve aging or fragile documents. They can range in size from scanning a few file drawers to multi-year, agency-wide digitization efforts.

If you’re planning or considering a document imaging project this summer, OhioERC offers several tools and guidelines to help you, including:

  • Scanning Feasibility Tool – Before investing time and resources into a scanning project, use this interactive worksheet to assess whether digitizing is the best option. The tool evaluates the volume and types of records, staffing and equipment availability, and potential expenses. The tool also provides a list of questions to consider before kicking off a new project.
  • Guidelines for Digital Imaging of Public Records– This comprehensive guidance document walks you through project planning, technical specifications and selection, system implementation and archiving and long-term maintenance considerations.
  • Tips for Document Imaging– This Tip Sheet provides quick tips and best practices for those that elect to embark on a document imaging project.

With the tools provided by OhioERC, you don’t have to start from scratch. Visit the OhioERC Document Imaging resources page for the full list of all of OhioERC’s resources in this area.

The Importance of File Formats

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Managing file formats is an important topic to consider in digital preservation. In a broader context, one needs to study the application and implications of digital file formats. A full listing of recommended formats from the Library of Congress is available online. The Library of Congress’s recommended formats are based on seven sustainability factors. These include:

  • Disclosure – specifications and tools for validating the integrity and accessibility of the format exist. You can now find out how information is encoded as bits or bytes.
  • Adoption – the format is widely used. If everyone is using it, tools will be available for migration and emulation.
  • Transparency – It’s easy to analyze the format using basic tools, such as human readability. Information is not encrypted or compressed.
  • Self-Documentation – the format allows you to add metadata directly to the record. You don’t have to have a program or a database to find out what the record is.
  • External Dependencies – How much hardware or software do you need to access the format? The less specialized hardware or software you need, the better.
  • Impact of Patents – Patents could make it harder to open or migrate formats. Less of a worry with formats that are widely adopted.
  • Technical Protection Mechanisms – Formats should not be tied to a particular vendor or program. The format should be accessible regardless of the system to which it was originally uploaded.

The main content types of file formats are images, video, audio, and text. ISO compliant formats for these types of materials include:

  • PDF/A
    • Plain Text
    • XML
    • TIFF
    • JPEG2000

If you have several different file formats and versions of those formats (numerous different versions of PDF, Word, and Image formats), your digital preservation strategy should alleviate the effects of obsolescence and propagation. Strategies include file migration, emulation, normalization, and developing an institutional policy of only using certain file formats.

2023 NAGARA Conference – Cincinnati, Ohio

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Looking to get some additional in-depth information regarding electronic records? This year’s National Association of Government Archives and Records Administrators Annual Conference will feature several pre-conference digital records workshops and conference presentations. Several Ohio Electronic Records Committee members will be presenting.

Individuals can attend pre-conference workshops and do not have to attend the NAGARA conference.

For a full listing of Pre-Conference Workshops – https://nagara.org/AC2023/PreCon-Workshops.aspx

Pre-Conference Workshops that Ohio ERC members will be presenting:

DATE: Tuesday, July 18, 2023, from 8:00 AM – 5:00 PM – Disaster Preparedness & Response for Record-Keepers

PRESENTERS: Nick Crossley, Becca Halbmaier, Daria Labinsky, Pari Swift (Ohio ERC Member)

PRICE: $150.00

OVERVIEW: “If you don’t like the weather, wait 5 minutes” is a popular saying in Ohio. But don’t wait until disaster strikes to come up with a recovery plan! It is vital that governments be prepared for small-scale to large-scale disasters of various types (man-made, natural, internal, external, etc.) that could affect records. In fact, some records are essential (or vital) to the recovery efforts themselves and the resumption of business. This full-day interactive workshop will be conducted by persons with a passion for disaster recovery planning and experience in government and emergency management.

DATE: Tuesday, July 18, 2023, from 1:00 PM – 5:00 PM – Introduction to Digital Imaging & Digital Preservation Requirements

PRESENTERS: Jahzerah Brooks, Nathan Owens (Ohio ERC Member), Tina Ratcliff (Ohio ERC Member), John Runion (Ohio ERC Member)

PRICE: $75.00

OVERVIEW: Access to government records and archival collections has always been important, but is now even more imperative in today’s “remote work” setting. Digital imaging of hard-copy records may be the solution to increase availability and transparency, but once a record is scanned, records programs and archives will then have digital preservation requirements and other regulations to meet. Join the Ohio Electronic Records Committee in this introductory workshop covering the journey of a “paper” record becoming a digital image and the considerations we must have for assuring digital preservation.

There are several electronic records presentations throughout the conference. Please check out the list of presentations that will be given from Wednesday, July 18th thru Friday, July 20th. https://nagara.org/AC2023/program-schedule.aspx?78b74a36c4ea=3#78b74a36c4ea

We hope to see many of you in Cincinnati this year!

Elise Kelly
Ohio ERC Member